EstateExec Technical Support

Executor's Guide

EstateExec is designed to be easy to use, and includes extensive documentation organized into the following main categories:

Frequently Asked Questions

What should I do after someone dies?

EstateExec provides an interactive checklist of tasks customized to your situation (see sample checklist), and an estate probate guide to help you through the process.

Why should I use EstateExec?

EstateExec makes the executor process easy, from understanding your responsibilities to tracking debt payments and asset distributions. It also includes discount coupons for related third-party services. EstateExec will save you time, money, and possibly your family relationships. See Why Use EstateExec for details.

What is the "Unspoken Rite of Financial Passage"?

Certain events in a person's life qualify as "financial rites of passage": obtaining your first credit card, buying a house, combining finances with a significant other, retirement, estate planning, and so forth. Serving as an executor is another such financial rite of passage, one which few discuss in depth, and for which there are few resources, yet the effort and impact can be profound.

How do I get started?

The short answer is to read the Introduction, then create the estate and start entering information (see also Getting Started).

I'm not called an "executor", but I have responsibility for an estate or trust. Will EstateExec still help me?

Yes. Some states call the role a "personal representative", while others call it an "executor", but the responsibilites are the same. If you are appointed by a court rather than being named in the will, you may be called an "administrator" ... but again, you still have the same responsibilities. A "trustee" oversees a trust rather than a standard estate and will, and while there are in fact some differences to this role, these distinctions are quite minor for EstateExec.

How long does it take? How much do executors get paid?

The Executor Guide contains all sorts of interesting statistics about estate settlement.

Do I have to renew my EstateExec subscription every year?

No. You pay a one-time fee (per estate).

Does EstateExec make money from the services it recommends?

EstateExec lists relevant third-party services (and in some cases money-saving discounts) simply to be helpful to our customers. EstateExec does not recommend or endorse any third party services, and receives no compensation from these services (with the obvious exception of legal services).

Is my data secure?

EstateExec takes security very seriously, and encrypts all transmissions between your browser and our servers, encrypts the data on our servers, and provides additional protections as well. We do not sell or rent any of your data to third parties.

How do I purchase an EstateExec license?

To license an EstateExec estate, create or open the desired estate, then click the "License Now" button on the Overview tab and follow the instructions. If there is no blue License button in the top right, you have already purchased a license for this estate.

What's the best way to create a printed list of assets (or other data)?

Every table has a menu in its top right corner. Click the menu icon and export to PDF format, which will open a PDF document in a new browser tab, or download the PDF automatically, depending on your browser. You also have the option to create an Inventory Report using the Estate Actions dropdown on the Estate Overview tab.

How can I export EstateExec data into another tool, such as Excel?

Every table has a menu in its top right corner. Click the menu icon and export to CSV format, which will download a file to your computer that Excel (and other tools) can read.

My attorney and I both have the estate open in our browsers; why can't he see changes I am making?

Multiple people (to whom you have given permission) can simultaneously view estate contents. However, changes you make are not saved to the server until you press the "Save All" button, and will not be visible to other people until they refresh their browser window (press F5).

I have an estate open in multiple browser tabs; why don't changes I make in one tab appear in the others?

Changes you make in one browser tab are not saved until you press the "Save All" button, and will not be visible in other browser tabs until you refresh them (press F5). In order to avoid inadvertently working with stale data, it is not recommended that you have the same estate open in multiple browser windows or tabs while you are making changes.

Contact Us

If you cannot find the answer you are seeking in our Help documentation or the topics listed above, please contact us at, and we will generally respond to your query within the next business day.

Please note that EstateExec personnel can answer questions about using EstateExec, but cannot answer questions or provide advice concerning legal or tax matters.